Groups

Understand how to administer Groups

Topics

Groups | Purpose

Groups can be used as folders to organize projects with the additional option to limit visibility.

Groups | Organize Projects and Not Restrict Visibility

Groups can be used to organize projects, e.g. by Project Type, and not restrict visibility.

In this example, projects are organized by Project Type using the following Groups: Not Project Specific, Project Type 1, 2, 3, and Templates. None of the groups have restricted visibility so everyone on the site can see all groups and their projects.
All projects are assigned to a group. Note: a project can only be assigned to one group.
In Playbook, the projects are organized by group and users see all groups and their projects.
Groups can be any attribute, for example, Project Type, Location, Business Unit, etc.

Groups | Organize Projects and Restrict Visibility

Groups can be used to organize projects, e.g. by Location, and restrict visibility.

In this example, there are five groups: Location 1, 2, 3, Not Project Specific, and Templates and Location 1, 2, and 3 have Restricted Visibility (indicated by a checkmark).

Project 1 is assigned to Group Location 1, Project 2 is assigned to Group Location 2, and Project 3 is assigned to Group Location 3.
In this example, John is assigned to Project 1 in Group Location 1, and not assigned to any projects in Groups Location 2 or 3.
He also sees projects in groups with unrestricted visibility, for example, Misc. Other in Group Not Project Specific.
In Playbook, John sees the projects as shown below. He doesn't see Project 2 or Project 3 because they are in a group with restricted visibility and he isn't assigned to either project.
He does see projects in groups with unrestricted visibility, for example, Misc. Other in Group Not Project Specific.

Groups | Creating

To create a Group...
The Pencil icon is used to Edit and the Trash Can icon is used to Delete.